Forum Discussion

jamieo's avatar
jamieo
Microsoft Employee
10 years ago

Error loading Excel file from Sharepoint

I get an error when loading the file into PowerBI.  I've tried multiple times and consistently get this error:   Something went wrong.   Failed to configure selected file Please try again later...
Anonymous's avatar
Anonymous
Not applicable
10 years ago

Hi jamieo,

How do you connect to the Excel file in Power BI? Please make sure that you go to “Get Data>Files>SharePoint -Team Sites” and enter the URL of SharePoint Site, then choose the target Excel to connect to.

In addition, you can use Power BI Desktop to connect to Excel stored in SharePoint and check if it is successful. In Power BI Desktop, use “Get Data>Web” option and enter URL of Excel file.


Thanks,
Lydia Zhang

jamieo's avatar
jamieo
Microsoft Employee
10 years ago

I did as you say to connect to the document and was able to see and select the desired Excel file, just not load it.

 

If I do as you suggest, would I still be able to refresh the dataset when published to PowerBI.com?

  • Anonymous's avatar
    Anonymous
    Not applicable
    10 years ago

    Hi jamieo toulou,

    When you connect to Excel file from Sharepoint Online in Power BI Desktop, create PBIX file and publish it to Power BI Service, you are able to schedule refresh for the dataset.

    Moreover, OAuth2 is the right protocol for SharePoint Online Excel, there is no other option to connect to the web URL besides those options mentioned by toulou.

    Thanks,
    Lydia Zhang

    • jamieo's avatar
      jamieo
      Microsoft Employee
      10 years ago

      Lydia, even going this route, the automatic refresh fails.  I can manually refresh through the "Schedule Refresh" interface by manually changing to Oauth and providing credentials, but these credentials are gone the next time I login and any scheduled refresh fails.

       

      Is there any way to get scheduled refresh without using a PowerBI Gateway?

      • Anonymous's avatar
        Anonymous
        Not applicable
        10 years ago

        Hi jamieo,

        No gateway is required in your scenario. Power BI Service directly connect to the Excel file stored in SharePoint Online. What is the exact error message do you get when you schedule refresh?

        Thanks,
        Lydia Zhang

    • toulou's avatar
      toulou
      Frequent Visitor
      10 years ago
      yes, oAuth2 works. Although I had to open and close the browser a few times because after a few files it wouldn't work anymore. Thank you for your help.